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Moneta Group Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Moneta Group Investment Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$561K Sell
3,907
-1,360
-26% -$224K ﹤0.01% 485
2025
Q4 		$917K Buy
5,267
+61
+1% +$11.2K 0.01% 375
2025
Q3 		$1.07M Buy
5,206
+12
+0.2% +$2.35K 0.01% 344
2025
Q2 		$935K Buy
5,194
+29
+0.6% +$4.87K 0.01% 322
2025
Q1 		$834K Sell
5,165
-336
-6% -$57.7K 0.01% 314
2024
Q4 		$955K Buy
5,501
+305
+6% +$53.7K 0.01% 288
2024
Q3 		$821K Sell
5,196
-231
-4% -$34.5K 0.01% 308
2024
Q2 		$732K Buy
5,427
+901
+20% +$118K 0.01% 316
2024
Q1 		$580K Sell
4,526
-464
-9% -$57.4K 0.01% 349
2023
Q4 		$598K Sell
4,990
-88
-2% -$9.54K 0.01% 311
2023
Q3 		$544K Buy
5,078
+233
+5% +$24K 0.01% 301
2023
Q2 		$476K Buy
4,845
+133
+3% +$12K 0.01% 332
2023
Q1 		$412K Buy
4,712
+679
+17% +$63.9K 0.01% 351
2022
Q4 		$400K Sell
4,033
-504
-11% -$45.3K 0.01% 326
2022
Q3 		$342K Sell
4,537
-493
-10% -$39.9K 0.01% 330
2022
Q2 		$397K Buy
5,030
+1,032
+26% +$86.3K 0.01% 335
2022
Q1 		$351K Sell
3,998
-1,296
-24% -$133K 0.01% 334
2021
Q4 		$548K Buy
5,294
+365
+7% +$39K 0.02% 285
2021
Q3 		$454K Buy
4,929
+197
+4% +$17.3K 0.02% 295
2021
Q2 		$387K Sell
4,732
-200
-4% -$14.5K 0.02% 321
2021
Q1 		$328K Buy
4,932
+1,481
+43% +$99.9K 0.02% 312
2020
Q4 		$232K Buy
+3,451
New +$224K 0.02% 285

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's HLI Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Houlihan Lokey (HLI) stake by 26% in Q1 2026, selling an estimated $224K and leaving 3,907 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Moneta Group Investment Advisors first reported a position in HLI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Moneta Group Investment Advisors held 3,907 shares of Houlihan Lokey worth $561K as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,360 Houlihan Lokey shares in Q1 2026, an estimated $224K.
  • Houlihan Lokey made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #485 holding.
  • Moneta Group Investment Advisors first reported a position in Houlihan Lokey in Q4 2020 and has held it in 22 quarters since.
  • Moneta Group Investment Advisors's Houlihan Lokey position peaked at $1.07M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.